Treasury Sales Officer II - Global Payment Solutions - Healthcare HTSR

About the role

This position leads product experts supporting Global Transaction Services in client engagements, account management, closing complex and high-dollar deals, and emerging solution opportunities with strategic clients. The Transformative Healthcare Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For-Profit Healthcare companies, supporting consistent growth driven by organic client growth and market share gains.

Responsibilities

• Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio, including prospect opportunities outside the portfolio.
• Collaborate with partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, and Liquidity Specialists to provide U.S. and international treasury solutions tailored to client needs.
• Act as a digital ambassador driving adoption of mobile, digital, and real-time payments.
• Lead strategic dialogues around key client-centric issues using best practices, peer benchmarking, industry data analytics, and solution positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparation, and leading client-facing treasury presentations.
• Identify and evaluate treasury solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis.
• Maintain strong client focus while understanding operational aspects of the bank, with awareness of treasury products and services used by clients.
• Drive and be accountable for revenue growth, profitability, client planning, portfolio development, pricing strategy, and proposal/presentation development and delivery.
• Focus on client relationship development, from new client growth to deepening existing relationships through thoughtful identification of client needs.
• Ensure responsible revenue and balance sheet growth, profitability improvement, and client satisfaction.
• Partner with bankers and product specialists to develop customized treasury solutions.
• Lead pricing and negotiation discussions to optimize relationship profitability and year-over-year growth.
• Coach and mentor Treasury Analysts and collaborate with Servicing and Implementation teams to support client needs.

Requirements

• 5 years of Treasury Sales Officer experience.
• Ability to travel up to 30% of the time.
• Successful track record in treasury management sales.
• Broad and deep familiarity with global treasury management products, services, and trends.
• Proven business development and relationship management skills with complex clients.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills with strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business/financial acumen.
• Ability to maneuver through the enterprise, engage partners, and escalate as needed.
• Demonstrates ability to foster strong partnerships within the core team.
• Effectively manages competing priorities in an organized fashion while maintaining high client satisfaction.
• Able to work as an individual contributor and as a team member in a fast-paced environment.
• Effectively manages risk while balancing client, team, and bank needs.

Qualifications

• Bachelor’s Degree or equivalent work experience (required).
• B.S. or B.A. in finance, accounting, management, or related field (desired).
• Certified Treasury Professional (CTP) or equivalent certification (desired).
• MBA or equivalent (desired).
• International banking experience (desired).

Skills

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Critical Thinking
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Coaching
• Collaboration
• Oral Communications
• Prioritization
• Prospecting

Schedule

1st shift (United States of America), 40 hours per week.